Search found 9 matches

by Hotshot035
Sun Oct 13, 2019 9:28 pm
Forum: Personal Investments
Topic: have i made a huge mistake in rebalancing 403b?
Replies: 18
Views: 1019

Re: have i made a huge mistake in rebalancing 403b?

Did you want an asset allocation of 90/10??
by Hotshot035
Fri Oct 11, 2019 9:56 pm
Forum: Personal Investments
Topic: Need help with 403b
Replies: 16
Views: 902

Re: Need help with 403b

Vfiax is the best option.
by Hotshot035
Mon Aug 12, 2019 6:06 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 17320

Re: Wellesley 56.05% drop today

My mom has vanguard 2020 fund and market watch and vanguards website is showing -29 loss. She is freaking out right now. Hopefully this is just an error.
by Hotshot035
Fri Jul 12, 2019 1:47 pm
Forum: Personal Investments
Topic: Portfolio assessment for my mom
Replies: 11
Views: 640

Re: Portfolio assessment for my mom

It's hard because the cref r3 stock and cref money market r3 aren't listed on the employee site anymore. Looks like those are grandfathered in plans. I think the tiaa traditional may be old as well and they offer two new ones. According to the website it looks like they offer tiaa choice and tiaa ch...
by Hotshot035
Fri Jul 12, 2019 1:43 pm
Forum: Personal Investments
Topic: Portfolio assessment for my mom
Replies: 11
Views: 640

Re: Portfolio assessment for my mom

Student,

I am not sure honestly I am looking at the statements now. All it says is

TIAA traditional.
by Hotshot035
Fri Jul 12, 2019 1:37 pm
Forum: Personal Investments
Topic: Portfolio assessment for my mom
Replies: 11
Views: 640

Re: Portfolio assessment for my mom

Yes I made a mistake its 0.09%.
by Hotshot035
Fri Jul 12, 2019 12:43 pm
Forum: Personal Investments
Topic: Portfolio assessment for my mom
Replies: 11
Views: 640

Re: Portfolio assessment for my mom

So are you saying take the money from the cref stock r3 which has about 220,000 in it and add to the 90,000 into the target 2020?? My mom is always been conservative that's why she has so much sitting in the money market fund.
by Hotshot035
Fri Jul 12, 2019 12:17 pm
Forum: Personal Investments
Topic: Portfolio assessment for my mom
Replies: 11
Views: 640

Re: Portfolio assessment for my mom

Thank you for your response. These are the options that she has available. Vanguard Extended Market Index Fund Institutional Plus Class Equities Vanguard Institutional Index Fund Institutional Plus Equities Vanguard Total Bond Market Fund Institutional Plus Fixed Income Vanguard Total International ...
by Hotshot035
Fri Jul 12, 2019 9:02 am
Forum: Personal Investments
Topic: Portfolio assessment for my mom
Replies: 11
Views: 640

Portfolio assessment for my mom

Hello everyone I am brand new here and was hoping for some help on my mom's portfolio. She has worked at an institution most of her life and most of her accounts are tiaa. Within the last three years her employer added a lot of Vanguard funds. My mom is very conservative. Anyways below is her portfo...